Overview of copilot template for store operations
Important
Some or all of this functionality is available as part of a preview release. The content and the functionality are subject to change.
The copilot template for store operations, or AI store operations, helps retail store employees to get answers to their questions from their retailer's knowledge base. It also lets them create tasks for themselves or their colleagues using voice or text commands.
AI store operations has two main features:
Q&A: You can ask questions about your store operations using natural language. The copilot template uses unstructured data from documents such as standard operating procedures (SOPs) or process guides from your retailer. It supports various document formats, such as PDF, Word, HTML, and others. It processes the information in these documents to provide relevant responses to your queries.
Automatic task creation: You can create tasks for yourself or assign them to other store employees using voice or text commands.
Glossary of technologies used in AI store operations
The copilot template uses several Microsoft Azure services and features to provide a powerful and flexible AI solution. Here are some of the key technologies that you should know:
Microsoft Azure Blob Storage: Introduction to Blob (object) Storage - Azure Storage | Microsoft Learn
Microsoft Azure OpenAI: Using your data with Azure OpenAI Service - Azure OpenAI | Microsoft Learn
Microsoft Azure Cognitive Search: Introduction to Azure Cognitive Search - Azure Cognitive Search | Microsoft Learn
Microsoft Azure Vector Search: Vector search - Azure Cognitive Search | Microsoft Learn
Embeddings in Azure OpenAI: Azure OpenAI Service embeddings - Azure OpenAI - embeddings and cosine similarity | Microsoft Learn
Next steps
| Task | Description | Target audience |
|---|---|---|
| Deploy copilot template for store operations | Deploy the AI store operations package | System admins |
| Set up copilot template for store operations | Set up Microsoft Azure Cognitive Search connection, create an app registration, assign the contributor role and the Storage Blob Data Reader role to the app registration instance, assign user permissions in Power Platform admin center, and enable AI store operations | System admins, Master data managers |
| Configure copilot template for store operations | Configure AI store operations in the Store Operations Assist admin portal and link Store Operations Assist with Azure OpenAI accounts | System admins, Master data managers |
| Use copilot template for store operations | Use AI store operations to ask a question, create a task, and view usage of AI store operations | Store associates, District managers, Store managers |
| Troubleshoot copilot template for store operations | Troubleshoot copilot template for store operations | System admins |